As part of our ongoing enhancements based on your feedback, you can now transfer and crystallise your clients’ pensions online.
Latest modules added include the options of Death Benefit Schemes and areas to consider when clients are deciding whether to give up a scheme pension for a
tax-free lump sum.
Our guides provide you with information you can share with your clients on how to save more into a pension with carry forward, tapered annual pension allowance explained and how clients can make pension tax relief work for them.
A single report to identify clients
and a simple action plan to
engage with them.
Keep in touch with all the latest
investment views, opinions and
Whether you select your
own funds, use model portfolios
or DFMs - we can help.
If you're not familiar with what we
can do to support the partners
we work with, this area should help.